Certified PEO Training

CI offers a comprehensive training and development program to enable your PEO's risk management team to more effectively implement WC risk management principles as defined by industry best practices.

On-site training by CI's Risk Manager is customized to:

  • Address the unique needs of your PEO
  • Further develop the skills and knowledge of your risk management, sales and client service teams
  • Improve your risk management program
  • Increase your bottom-line profitability

Location:
  • On-site at your facilities (conserves your staff's time and travel costs)
Training Format:
  • Lecture/case studies customized for your operations and open to an unrestricted number of participants
  • Individual sessions customized for risk management, sales and client service staff
Instructor/Contact:
  • CI's consultant is an experienced risk manager with extensive PEO and insurance carrier risk management experience. To schedule a training session, either send an e-mail or call 501-975-3099.
Fees:
  • Travel expenses plus $950/day for unrestricted number of participants
Training Benefits:
  • Enhanced staff risk management skills
  • Introduction of PEO-specific concepts for new staff unfamiliar with the industry
  • Improved risk management processes
  • Increased understanding of the certification process and efficiency in completing and maintaining WC certification
  • Increased bottom-line profitability
Session Topic Options:
You can request best practices training in the following categories for your risk management, sales & client service staff:

Risk Management:

  • Loss prevention's role in the risk assessment process
  • Performing pre & post contract risk assessment surveys
  • Developing detailed descriptions of operations that can be used to properly classify risk and apply correct WC class codes
  • Developing exposure and hazard details and how this information is used to develop recommendations
  • Hazard identification
  • Determining future service needs and creating action plans to meet those needs
  • WC carrier proposal preparation
  • Best practices and claims management for effective cost containment

Sales:

  • Key concepts of risk management
  • Importance of focusing on appropriate target markets
  • Obtaining information required for risk selection process
  • Developing description of operations and its role in the risk selection process

Client Service:

  • Risk management principles
  • Loss-prevention and claims management services available to the client

Click here to download a flyer providing training details and pricing.


Training for...
...PEOs | ...PEO Clients


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